Wharton Business Group’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Wharton Business Group’s Portfolio CRBN Stock Details CRBN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,795	Closed	-$347K	–	139
2024 Q4	$347K	Sell	1,795 -155	-8%	-$30.6K	0.02%	107
2024 Q3	$382K	Hold	1,950	–	–	0.02%	109
2024 Q2	$357K	Hold	1,950	–	–	0.02%	107
2024 Q1	$350K	Hold	1,950	–	–	0.02%	108
2023 Q4	$323K	Hold	1,950	–	–	0.02%	110
2023 Q3	$293K	Hold	1,950	–	–	0.02%	119
2023 Q2	$305K	Hold	1,950	–	–	0.02%	111
2023 Q1	$288K	Buy	1,950 +320	+20%	+$46.4K	0.02%	120
2022 Q4	$225K	Buy	+1,630	New	+$223K	0.01%	131

Other funds holding CRBN

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Wharton Business Group's CRBN Position: Q1 2025 in Review

Wharton Business Group sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q1 2025, closing a stake of 1,795 shares — an estimated $347K sold.

Wharton Business Group first reported a position in CRBN in Q4 2022 and held it in 9 quarters. The position peaked at $382K in Q3 2024. 124 funds tracked by Wall St. Rank hold CRBN as of Q1 2025.

Wharton Business Group reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q1 2025 after selling out during the quarter.
Wharton Business Group sold 1,795 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q1 2025, an estimated $347K.
Wharton Business Group first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2022 and held it in 9 quarters.
Wharton Business Group's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $382K in Q3 2024.
124 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q1 2025.

Based on Wharton Business Group's 13F filing for Q1 2025, filed 9 May 2025.